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Innova Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Innova Wealth Partners’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.59M Sell
66,593
-38,517
-37% -$3.81M 2.7% 7
2026
Q1 		$10.4M Buy
105,110
+54,707
+109% +$5.47M 4.94% 2
2025
Q4 		$5.03M Sell
50,403
-4,354
-8% -$437K 2.54% 7
2025
Q3 		$5.49M Sell
54,757
-7,028
-11% -$697K 2.96% 5
2025
Q2 		$6.13M Sell
61,785
-5,115
-8% -$501K 3.6% 5
2025
Q1 		$6.62M Sell
66,900
-21,864
-25% -$2.14M 4.1% 5
2024
Q4 		$8.6M Buy
+88,764
New +$8.74M 5.42% 3
2024
Q3 		– Sell
-62,813
Closed -$6.1M – 86
2024
Q2 		$6.1M Sell
62,813
-3,863
-6% -$373K 4.36% 4
2024
Q1 		$6.53M Buy
66,676
+1,050
+2% +$103K 5.04% 2
2023
Q4 		$6.51M Sell
65,626
-19,260
-23% -$1.83M 5.61% 4
2023
Q3 		$7.98M Buy
84,886
+18,950
+29% +$1.83M 7.17% 3
2023
Q2 		$6.46M Sell
65,936
-21,402
-25% -$2.12M 5.5% 4
2023
Q1 		$8.7M Sell
87,338
-5,826
-6% -$576K 7.63% 3
2022
Q4 		$9.04M Sell
93,164
-34,482
-27% -$3.33M 7.94% 2
2022
Q3 		$12.3M Sell
127,646
-5,077
-4% -$513K 11.22% 2
2022
Q2 		$13.5M Buy
132,723
+19,466
+17% +$2M 11.36% 2
2022
Q1 		$12.1M Sell
113,257
-7,341
-6% -$808K 8.72% 2
2021
Q4 		$13.8M Buy
120,598
+25,914
+27% +$2.96M 9.73% 2
2021
Q3 		$10.9M Buy
94,684
+18,844
+25% +$2.18M 8.62% 1
2021
Q2 		$8.75M Buy
75,840
+1,237
+2% +$142K 6.89% 2
2021
Q1 		$8.49M Buy
74,603
+24,094
+48% +$2.79M 7.22% 2
2020
Q4 		$5.97M Buy
+50,509
New +$5.95M 5.58% 2

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Innova Wealth Partners's AGG Position: Q2 2026 in Review

Innova Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 37% in Q2 2026, selling an estimated $3.81M and leaving 66,593 shares worth $6.59M. The position accounts for 2.7% of the portfolio, ranked #7.

Innova Wealth Partners first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q4 2021. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Innova Wealth Partners held 66,593 shares of iShares Core US Aggregate Bond ETF worth $6.59M as of Q2 2026.
  • Innova Wealth Partners sold 38,517 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.81M.
  • iShares Core US Aggregate Bond ETF made up 2.7% of Innova Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Innova Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Innova Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $13.8M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.